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Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance Job   »   Financial Advisor
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Financial Advisor

Bravo Team

Bravo Team company logo

Responsibilities:

  • Conduct thorough financial needs analysis for clients to understand their financial goals, risk tolerance, and insurance requirements.
  • Educate clients about Financial principles, products, and services offered by the company.
  • Develop customized Financial plans for clients that align with their financial objectives .
  • Present and explain Financial proposals to clients, addressing any questions or concerns they may have.
  • Actively prospect and generate leads through various channels, including referrals, networking, and outreach efforts.

Qualifications:

  • Bachelor's degree & Diploma
  • Previous experience in insurance sales, financial planning, or customer service is advantageous.
  • Excellent communication and negotiation skills with the ability to build rapport and trust with clients.
  • Self-motivated and goal-oriented with a drive to succeed in a sales-driven environment.
  • Ability to work independently and as part of a team, demonstrating initiative and resourcefulness.

Perks & Benefits

  • Medical
  • EPF
  • Sosco

Job Location
Unit 18-3 3rd mile square Jln Klang lama 58000 KL
Click to view the location on Google maps

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